1. The date associated with all Request Items that are shipped when the 'Ship' button is clicked.

• Provides the ability to enter the product, quantity transferred, and quantity cancelled, for any of the request items listed in the 'Request Items' section.

1. Product Code or Barcode:
   1. The product line and sequence number, in the format Product Line.Sequence Number.
   2. An alternate ID associated with the product, such as a barcode entered manually, or using a barcode scanning device.
2. Transferred:
   1. The quantity being transferred, in Stock Units.
3. Cancelled:
   1. The quantity being cancelled, in Stock Units.
   2. Must be less than, or equal to the quantity requested, minus the quantity transferred.
   3. If less than the quantity requested, minus the quantity transferred, the remaining quantity will be considered to be 'Backordered'.

• The quantities (in Stock Units) of the requested items listed in the 'Request Items' section.
• The sum of the 'Transferred', 'Cancelled', and 'Backordered' quantities must be equal to, or less than, the sum of the Requested and Excess quantities. 
• The sum of the Received, Returned, and Missing quantities must be equal to, or less than, the Transferred quantity.

1. Re(Q)uested:
   
   1. The quantity of all request items that have been Requested.
2. (E)xcess:
   1. The quantity of all request items that were received in Excess of the items that were Requested.
3. (T)ransferred:
   1. The quantity of all request items that were Transferred.
4. (C)ancelled:
   1. The quantity of all request items that were Cancelled.
5. (B)ackordered:
   1. The quantity of all request items that were Backordered.
6. (R)eceived:
   1. The quantity of all request items that were Received.
7. Ret(U)rned:
   1. The quantity of all request items that were Returned.
8. (M)issing:
   1. The quantity of all request items that were Missing.

• Plus/Minus Button:  Expands and contracts the Inventory List.
• Line:  The line number of the requested product.
• Seq:  The sequence number of the requested product.
• Product:  The name of the requested product.
• S:  The status of the requested item.
• Requested Units:  The units that were requested.
  • If requested in Sales Units, only the Sales Unit will be displayed.
  • If requested in Stock Units, the S:St ratio and Sales/Stock Units will be displayed.
• (Q):  The Requested quantity in the requested units.
• Units:  The units to be transferred.
• (T):  The Transferred quantity.
• (E):  The quantity Received in Excess of the quantity that was Requested.

• (C): The Cancelled quantity.
  • This is an editable field.
• (B):  The Backordered quantity.
• (R):  The Received quantity.
• (U):  The Returned quantity.
• (M):  The Missing quantity.
• Request Date:  The date that the Request Item was requested.
• Request Number:  The Request Number of the Inventory Transfer Request on which the item was requested.
• Shipment Number:  The Shipment Number of the Inventory Transfer Shipment on which the item was shipped.
• Requested By:  The user who requested the item.
• Comments:  Comments that are associate with the Request Item.
  • This is an editable field.

• The quantities displayed for the Request Items are the sum of the Inventory quantities.

• Location:  The Inventory Location in which the inventory is located.
• S:St:  The sales-to-stock ratio of the inventory.
  • The number of sales units per stock unit.
• (A):  The Available quantity.
• (T):  The quantity of the inventory that will be Transferred.

• This is an editable field.
• Units:  The units to be transferred.
• Price:  The price (per Requested Unit) that the Inventory Area will be charged.
• (R):  The quantity of the inventory that was Received.
• (U):  The quantity of the inventory that was Returned.

• (M):  The quantity of the inventory that was Missing.
  • Equals the quantity that was Transferred, minus the quantity that was Received and Returned.
• Expiration Date:  Expiration date of the inventory.
• Lot No:  Lot number of the inventory.
• Serial No:  Serial number of the inventory.
• NDC No:  National Drug Code of the inventory.
• Mfr:  Manufacturer of the inventory.
• Comments:  Comments that are associated with the Transferred inventory.
  • This is an editable field.

1. Invokes a search for the product code or barcode entered from the list of Request Items.
2. If the product is found, uses the available inventory from the Inventory List.
3. If the barcode is found, uses the inventory with the matching barcode.

1. Saves the changes made to the editable fields.
2. Adjustments to the inventory will not be made until the 'Ship' button is clicked.

1. Updates the inventory to reflect the transfer.
2. Creates a 'Shipment Number'.
3. A 'Transfer Out' transaction will be captured in the Inventory Transaction Log.
4. Updates the status of the Inventory Transfer Request Items and Inventory Transfer Request according to the Inventory Transfer Request status rules.

1. Opens the 'Inventory Transfer' form.
2. The Inventory Transfer form is a modal window that shares the Request Item list with the Inventory Transfer screen.

1. Presents a drop-down menu for two reports:
   1. Inventory Transfer Request Shopping List report
   2. Inventory Transfer Request report

1. Presents a drop-down menu of custom local report created for, and associated with, this screen.

1. A filter that can be used to show the instances of inventory with zero quantity available.
2. If an instance of inventory with zero quantity available is used as the source, the quantity will be updated with a negative quantity.

1. When a column heading is clicked, the list if Request Items will be sorted in ascending or descending order.
2. A small triangle will appear in the column heading to indicate the column used for sorting.
3. The triangle will point up or down to indicate that the column is sorted in descending or ascending order.

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.

Click here for a list of the Inventory Transfer Request status rules